UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
New
Increased
Reduced
Closed

Top Buys

1
+$369M
2
+$318M
3
+$306M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$267M
5
GLD icon
SPDR Gold Trust
GLD
+$261M

Top Sells

1
+$1.47B
2
+$610M
3
+$279M
4
BAC icon
Bank of America
BAC
+$251M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.2%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$1.28M ﹤0.01%
19,869
+5,543
2602
$1.28M ﹤0.01%
9,031
-58
2603
$1.28M ﹤0.01%
22,976
-30
2604
$1.28M ﹤0.01%
85,987
+18,365
2605
$1.28M ﹤0.01%
73,617
+51,068
2606
$1.28M ﹤0.01%
22,907
+13,522
2607
$1.28M ﹤0.01%
44,728
+19,957
2608
$1.28M ﹤0.01%
21,115
+9,314
2609
$1.28M ﹤0.01%
277,886
+52,287
2610
$1.28M ﹤0.01%
44,564
+8,233
2611
$1.28M ﹤0.01%
1,195,950
-17,739
2612
$1.28M ﹤0.01%
106,917
-48,192
2613
$1.27M ﹤0.01%
50,563
-5,367
2614
$1.27M ﹤0.01%
38,979
+4,563
2615
$1.27M ﹤0.01%
15,836
+5,582
2616
$1.27M ﹤0.01%
23,559
+16,680
2617
$1.27M ﹤0.01%
43,899
+42,019
2618
$1.27M ﹤0.01%
28,232
+17,451
2619
$1.27M ﹤0.01%
25,664
-3,933
2620
$1.26M ﹤0.01%
73,897
-5,843
2621
$1.26M ﹤0.01%
68,413
+67,445
2622
$1.26M ﹤0.01%
30,745
-45,882
2623
$1.26M ﹤0.01%
43,792
+13,022
2624
$1.26M ﹤0.01%
76,830
-47,492
2625
$1.26M ﹤0.01%
101,500
-18,503
103 104
105
106 107